WA
HFWA icon

Waverly Advisors’s Heritage Financial HFWA Stock Holding History

Waverly Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Buy
17,124
+5
+0% +$138 ﹤0.01% 1168
2026
Q1 		$445K Sell
17,119
-198
-1% -$5.15K ﹤0.01% 1142
2025
Q4 		$410K Buy
+17,317
New +$408K ﹤0.01% 1087

Other funds holding HFWA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Waverly Advisors's HFWA Position: Q2 2026 in Review

Waverly Advisors increased its Heritage Financial (HFWA) stake by 0.03% in Q2 2026, buying an estimated $138 and bringing the position to 17,124 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Waverly Advisors first reported a position in HFWA in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold HFWA as of Q2 2026.

  • Waverly Advisors held 17,124 shares of Heritage Financial worth $507K as of Q2 2026.
  • Waverly Advisors bought 5 Heritage Financial shares in Q2 2026, an estimated $138.
  • Heritage Financial made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1168 holding.
  • Waverly Advisors first reported a position in Heritage Financial in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Heritage Financial as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.